$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- PeakEmber
- Established Date
- 03-17-2023
- Office Locations
- 1
Office Locations
1058 W. Ave. M-14 Suite B Palmdale CA
About Neya Capital
Neya Capital Management, LLC is a California-registered RIA providing wealth management and financial planning for retail clients. The firm builds individually tailored portfolios with a passive, low-cost index fund bias, and supports retirement planning, tax planning, and client financial education. Clients can manage their Altruist account through a mobile app.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$148.0K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Momentum Ridge Matrix
Client Personas
Eagle alpha
Custodian
Capital summit Legacy Unison unison
Investment Themes
Frontier harbor Horizon Bridge Beacon Insight alpha
Investment Vehicles
Fusion
Services
North Momentum element Matrix horizon Frontier wave Summit ridge Glacier momentum Delta momentum Vector value
Technology
Ember Fusion
Owner & Executives
Mayank Bhagwandas Madhavani
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #7693236
- Ownership
- 75% or more
(296) 286-9327
focus.matrix@legacycapital.com
in linkedin.com/in/harbor-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,959,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,959,272 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,959,272
Public Funds:
38.3% Cash:
34.6% Equity - Exchange:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $947,920,718 | 38.3% |
| Cash | $856,346,132 | 34.6% |
| Equity - Exchange | $670,721,970 | 27.1% |
| Total | $2,474,988,820 | 100.0% |